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Portfolio Management Services

Income Securities provides portfolio management services through a referral arrangement with an independent SEC Registered Investment Adviser, Lehmann Livian Fridson Advisors LLC, on fixed income securities on a non-custodial basis. ISA and RLA have no affiliations with any underwriting, brokerage, trust or money management firms and are not a dealer or broker in securities. Portfolio Management services are on a fee only basis.

We limit our consulting to what we know best, bonds, convertibles, preferreds, ETFs and Closed end Funds. We seek investors whose goals are principal protection, steady monthly income and high yield. We invite you to call or visit us in our Miami Lakes, FL, office.

You can learn more about investment strategy by reading Richard Lehmann's book, "Income Investing Today-Safety and High Income Through Diversification."

Our portfolio Management services are geared to the specific investment objective of each client. Performance of an individual's portfolio will reflect the risk levels and income needs of that client. Below are the performance statistics for the past ten years of the model portfolios which we feature in our monthly newsletter.